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DIVERSIFIED RESOURCES, LLC

CRD 31346 · SEC 801-108432

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70 JEFFERSON BLVD, 4TH FLOOR, WARWICK, RI, 02888, United States

Phone

(401) 941-1500

Fax

(401) 941-1511

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$268.8M

Discretionary AUM

$268.8M

Team

6 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals511$106.0M
High net worth individuals129$157.0M

States served

MA, RI, SC, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD